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Latest activity

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samwilde reacted to dkr1986's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

NGL, I was taken aback by the comment that 18A will not be margin accretive until end of 2026! I now think he was talking about the...

Oct 24, 2025
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samwilde reacted to Daniel Nenni's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

This is not just an Intel problem, it is a foundry problem for fabs that do not have the volumes TSMC does. Samsung has been plagued...

Oct 24, 2025
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samwilde reacted to siliconbruh999's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

which is not true Intel finances are in part due to Outsourcing as well they don't have any products on their own node part of...

Oct 24, 2025
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samwilde reacted to Artificer60's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

I probably don't qualify as someone who knows what they are talking about, but I'll share my impression anyway. :) I suspect that...

Oct 24, 2025
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samwilde reacted to Xebec's post in the thread Pat Gelsinger Disappointed with Sam Altman with Like.

Self-driving at least has a known path to resolution - if roads were actually consistently and properly marked correctly.. I think it...

Oct 24, 2025
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tomatoma reacted to blueone's post in the thread Pat Gelsinger Disappointed with Sam Altman with Like.

I agree, and not just kids. I've talked to a small number of college students who are completely dependent on LLMs. (I don't know a...

Oct 24, 2025
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tomatoma reacted to count's post in the thread Pat Gelsinger Disappointed with Sam Altman with Like.

OpenAI should not get into erotica but not for the reasons discussed here, but for the same reasons YouTube does not get into erotica -...

Oct 24, 2025
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tomatoma reacted to Daniel Nenni's post in the thread Pat Gelsinger Disappointed with Sam Altman with Like.

Pat Gelsinger Disappointing to see this from Sam Altman and the team at OpenAI. What we’re witnessing across AI right now is a test of...

Oct 24, 2025
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tomatoma reacted to dkr1986's post in the thread Intel Reports Third-Quarter 2025 Financial Results with Like.

I understand this is just margin transfer. But with the financials reported separately now for Products & Foundry, over time both...

Oct 24, 2025
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tomatoma reacted to hist78's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Angry.

"Intel didn’t miss the mobile revolution, it consciously walked away from it."

Oct 24, 2025
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tomatoma reacted to Artificer60's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

For my money, you are partly right. Intel needed more volume to fill the fabs but the idea that it would have only bought Intel 2-3...

Oct 24, 2025
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tomatoma reacted to Xebec's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Angry.

I agree, though I think it pushes back the clock more like 7-10 years (3-4 full nodes). The 10nm debacle allowed AMD to take nearly...

Oct 24, 2025
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tomatoma reacted to samwilde's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Angry.

Ottellini was just dumb. Minicomputers were also cheaper per unit than mainframes, and microcomputers were cheaper than minicomputers...

Oct 24, 2025
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tomatoma reacted to MKWVentures's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

I have said this before. Intel was correct to walk away from Iphone deal. The numbers were horrible. Trust me, I was there. Intel had...

Oct 24, 2025
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tomatoma reacted to MKWVentures's post in the thread TSMC to make advanced 2-nm chips in US sooner to meet AI demand with Like.

Lets say THEORETICALLY that Intel managers calculated a unit cost that was ~1.5x the price Apple wanted to pay (best case). Then those...

Oct 24, 2025

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